![Daniel Wüest](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Daniel Wüest
Finanzdirektor/CFO bei
DOCMORRIS AG
Vermögen: 290 368 $ am 31.05.2026
Profil
Daniel Wüest currently works at SwissHoldings, as Director, Swiss Finance Institute Alumni Association, as Director, Crossinvest SA, as Institutional Asset Manager from 2021, and DocMorris Ltd., as Chief Financial Officer from 2024.
Mr. Wüest also formerly worked at Faust Ventures AG, as Sales Trader from 2011 to 2013, Bank Vontobel AG (Research Firm), as Sales Trading, UBS Investment Bank AG, as Account Manager & Member-Client Relationship, Bank Sal.
Oppenheim jr.
& Cie.
(Switzerland) Ltd. (Broker), as Institutional Sales Associate, Actieninvest AG, as Portfolio Manager from 2011 to 2021, UBS Switzerland AG, as Head-Mid-Market Advisory from 2014 to 2019, and Arbonia AG, as Chief Financial Officer from 2019 to 2024.
Mr. Wüest received his Masters Business Admin degree from the University of Zurich.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
DOCMORRIS LTD 0.06% | 31.12.2025 | 32’250 ( 0.06% ) | 290 368 $ | 31.05.2026 |
Aktive Positionen von Daniel Wüest
| Unternehmen | Position | Beginn |
|---|---|---|
| DOCMORRIS AG | Finanzdirektor/CFO | 01.10.2024 |
Crossinvest SA
 Crossinvest SA Investment ManagersFinance Crossinvest is an active manager which develops and implements tailor-made strategies geared to their client's investment objectives. They develop their customized investment strategy using a top-down approach to define the asset allocation of the portfolio and a bottom-up approach emphasizing only certain asset classes. The firm is an asset management specialist which establishes an investment strategy in line with clients' risk profile and special considerations. Through direct contact with clients, relationship managers constantly review investment objectives and adjust the investment strategy accordingly. Crossinvest utilizes their relationship network in the financial sector to offer clients access to exclusive investment instruments. As an intermediary, they are specialists in tax law and inheritance, commercial and corporate law and administrative and criminal law. | Portfolio Manager-Aktien | 01.05.2021 |
SwissHoldings
 SwissHoldings Miscellaneous Commercial ServicesCommercial Services Operates as a business federation representing the interests of Swiss based multinational enterprises from the manufacturing and service sectors | Direktor/Vorstandsmitglied | - |
Swiss Finance Institute Alumni Association | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Daniel Wüest
| Unternehmen | Position | Ende |
|---|---|---|
| ARBONIA AG | Finanzdirektor/CFO | 30.09.2024 |
Actieninvest AG
 Actieninvest AG Investment ManagersFinance Provides investment advice | Analyst-Equity | 01.05.2021 |
UBS Switzerland AG
 UBS Switzerland AG Major BanksFinance Provides retail and corporate banking & wealth management services | Vertrieb & Marketing | 02.01.2019 |
UBS Investment Bank AG
 UBS Investment Bank AG Investment ManagersFinance Offers wealth management, investment banking, asset management and business banking services to clients | Corporate Officer/Principal | 01.01.2004 |
Bank Vontobel AG (Research Firm)
 Bank Vontobel AG (Research Firm) Investment ManagersFinance Provides investment research | Institutionelle Verkäufe | 23.01.2007 |
Ausbildung von Daniel Wüest
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
16
Beziehungen ersten Grades
12
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 12 |
|---|---|
Arbonia AG
 Arbonia AG Industrial MachineryProducer Manufacturing Manufactures and sells heating, ventilation and air conditioning products, windows & doors | Producer Manufacturing |
University of Zurich
 University of Zurich Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Faust Ventures AG
 Faust Ventures AG Investment ManagersFinance Basinvest engages in active portfolio management and primarily invests in equity and commodities with a focus on non-renewable resources and listed companies whose main activity is in direct relation with these commodities. The firm's investment team is composed of industry experts and investment specialists who base investment decisions on top-down macroeconomic and bottom-up fundamental analyses. Their natural resources specialists assess the macroeconomic environment and the evolution of the prices of natural resources, while their analysts conduct fundamental evaluations of investment opportunities. Basinvest aims to achieve long-term absolute performance by employing alternative strategies, primarily long/short techniques. | Finance |
Crossinvest SA
Crossinvest SA Investment ManagersFinance Crossinvest is an active manager which develops and implements tailor-made strategies geared to their client's investment objectives. They develop their customized investment strategy using a top-down approach to define the asset allocation of the portfolio and a bottom-up approach emphasizing only certain asset classes. The firm is an asset management specialist which establishes an investment strategy in line with clients' risk profile and special considerations. Through direct contact with clients, relationship managers constantly review investment objectives and adjust the investment strategy accordingly. Crossinvest utilizes their relationship network in the financial sector to offer clients access to exclusive investment instruments. As an intermediary, they are specialists in tax law and inheritance, commercial and corporate law and administrative and criminal law. | Finance |
Bank Vontobel AG (Research Firm)
Bank Vontobel AG (Research Firm) Investment ManagersFinance Provides investment research | Finance |
DocMorris Ltd.
 DocMorris Ltd. Medical DistributorsDistribution Services Operates as an online pharmacy which engages in the wholesale distribution of drugs and pharmaceuticals | Distribution Services |
UBS Investment Bank AG
UBS Investment Bank AG Investment ManagersFinance Offers wealth management, investment banking, asset management and business banking services to clients | Finance |
Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker)
 Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Actieninvest AG
Actieninvest AG Investment ManagersFinance Provides investment advice | Finance |
SwissHoldings
SwissHoldings Miscellaneous Commercial ServicesCommercial Services Operates as a business federation representing the interests of Swiss based multinational enterprises from the manufacturing and service sectors | Commercial Services |
Swiss Finance Institute Alumni Association | |
UBS Switzerland AG
UBS Switzerland AG Major BanksFinance Provides retail and corporate banking & wealth management services | Finance |
